WJ Financial Advisors LLC
KILLINGWORTH CT · SEC CIK 0002095682
$1.24亿2026Q1 申报市值
128持仓数
33.2%前十大占比 · 第一大 5.8%
14 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CLM 加仓+$132.42万
MDB 加仓+$95.29万
MSFT 加仓+$69.56万
DPZ 新建仓+$68.92万
AMZN 加仓+$65.46万
2026Q1 卖出最多 按季末市值估算
MDT 清仓-$20.97万
TLT 减仓-$16.96万
RGLD 减仓-$6.51万
GEV 减仓-$4.71万
AGNC 减仓-$4.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RVT | ROYCE SMALL CAP TRUST INC | $127.86万 | 1.03% | 77,025 | -1,500 | -1.9% | -$2.49万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $134.86万 | 1.09% | 40,221 | 4,597 | 12.9% | $15.41万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $142.22万 | 1.15% | 2,306 | 70 | 3.1% | $4.32万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $142.48万 | 1.15% | 28,581 | 668 | 2.4% | $3.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $147.95万 | 1.19% | 6,053 | -14 | -0.2% | -$3,422 | 减仓 |
| SLV | ISHARES SILVER TR | $151.35万 | 1.22% | 22,211 | 1,008 | 4.8% | $6.87万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $161.92万 | 1.31% | 16,785 | 1,262 | 8.1% | $12.17万 | 加仓 |
| VGT | VANGUARD WORLD FD | $163.80万 | 1.32% | 2,348 | -9 | -0.4% | -$6,278 | 减仓 |
| MSFT | MICROSOFT CORP | $165.73万 | 1.34% | 4,477 | 1,879 | 72.3% | $69.56万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $166.06万 | 1.34% | 22,224 | -82 | -0.4% | -$6,127 | 减仓 |
| SO | SOUTHERN CO | $174.98万 | 1.41% | 18,129 | 411 | 2.3% | $3.97万 | 加仓 |
| MDB | MONGODB INC | $181.62万 | 1.47% | 7,420 | 3,893 | 110.4% | $95.29万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $186.76万 | 1.51% | 64,221 | 4,224 | 7.0% | $12.28万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $195.85万 | 1.58% | 79,132 | 16,621 | 26.6% | $41.14万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $219.80万 | 1.77% | 47,898 | 4,540 | 10.5% | $20.83万 | 加仓 |
| GOOG | ALPHABET INC | $220.71万 | 1.78% | 7,694 | -97 | -1.2% | -$2.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $221.12万 | 1.79% | 7,517 | 1,660 | 28.3% | $48.83万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $227.45万 | 1.84% | 73,465 | 3,666 | 5.3% | $11.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $239.24万 | 1.93% | 2,401 | 140 | 6.2% | $13.95万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $251.81万 | 2.03% | 50,758 | 1,215 | 2.5% | $6.03万 | 加仓 |
| TLT | ISHARES TR | $297.93万 | 2.41% | 34,367 | -1,956 | -5.4% | -$16.96万 | 减仓 |
| PFF | ISHARES TR | $299.68万 | 2.42% | 98,839 | 3,249 | 3.4% | $9.85万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $323.90万 | 2.62% | 444,915 | 181,900 | 69.2% | $132.42万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $388.44万 | 3.14% | 151,498 | -678 | -0.4% | -$1.74万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $395.43万 | 3.19% | 6,080 | 161 | 2.7% | $10.47万 | 加仓 |
| AMZN | AMAZON COM INC | $422.14万 | 3.41% | 20,269 | 3,143 | 18.4% | $65.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $473.98万 | 3.83% | 9,891 | 761 | 8.3% | $36.47万 | 加仓 |
| AAPL | APPLE INC | $548.09万 | 4.43% | 21,596 | 506 | 2.4% | $12.84万 | 加仓 |
| GLD | SPDR GOLD TR | $715.14万 | 5.77% | 16,620 | 843 | 5.3% | $36.27万 | 加仓 |